Wealth Management Essentials (WME®) for Financial Planners
Issued by
Canadian Securities Institute
This digital credential indicates that the individual has completed the fast track WME® course for Financial Planners. Completing this course means that they have a strong understanding of the fundamentals of financial planning and wealth management. They also possess the ability to monitor investment trends, evaluate client portfolios and manage risk.
Additional DetailsSkills
Earning Criteria
Standards
Investment Industry Regulatory Organization of Canada (IIROC) is the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity markets in Canada. Those who complete this course are able to meet IIROC's proficiency requirements.